Investment Funds Advisors

If you are looking to grow in the investment industry, this is an exciting opportunity for you!

We are currently hiring Investment Funds Advisors for one of the top 5 banks here in Canada. This is a hybrid position in their office in downtown Toronto, Ontario.

Top Skills’ Details
• 2-3 years of experience in retail/sales or customer service
• Mutual Fund Dealers Association of Canada (MFDA) license
• Successful completion of CSC (Canadian Securities Course) or IFIC (Investment Funds in Canada)

Job Description
• Assess Clients’ financial situations and fit for mutual funds using probing questions and exceptional communication skills, both verbal and written
• Simplify and explain investment strategies using language and analogies that make investing concepts easier to understand
• Coach Clients to adopt sound investor behaviours and habits that will position them to have long-term success with their investments & deposits
• Provide additional research and context on Deposit, Mutual Fund and Exchange Traded Funds (ETF) products; educate and simplify the methodology used for clients
• Use superior judgement to develop and recommend Investment Strategies for clients to achieve desired goals such as fee minimization and specific life-based goals

Employee Value Proposition (EVP)
• Forbes #1 Bank in Canada: topped the Forbes World’s Best Banks 2025 list for Canada, based on customer ratings in trust, service, digital experience, and financial advice
• Best Workplaces™ 2025: Named one of Canada’s Best Workplaces in Financial Services & Insurance for the eighth straight year
• FundGrade A+® Awards: won three awards for their socially responsible portfolios

If you are interested and have all the requirements, please feel free to email me at ctabora@teksystems.ca